证券代码：002010 证券简称：传化智联 传化智联股份有限公司投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |-------------------|-----------------------|-------------------------------------------------------| | | | | | 投 资 者 关 系 活 | √ | 特定对象调研 □分析师会议 | | 动类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参 与 单 位 名 称 | | 凯石投资 陈继武、滚石投资 秦海燕、信诚基金 韩益平、上 | | 及人员姓名 | | 海国和 林海舰、国泰君安 杨墨、天风证券 李轩、方正证券 | | | | 王建辉、珠海浩怡 曹依文、西藏投资 常鲁豪、中泰证券 陆 | | | | 婕、财通证券 杨冰、兴业证券 王品辉、安信证券 凌晨等 | | 时间 | 5 月 16 日 | | | 地点 | | 浙江省杭州市萧山 ...

证券代码：002010 证券简称：传化智联 传化智联股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------|-------------------------------------|--------------------------------------------| | | | | | 投 资 者 关 系 活 | √ 特定对象调研 □分析师会议 | | | 动类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 （请文字说明其他活动内容） | | | 参 与 单 位 名 称 | 光大证券计算机行业首席分析师 姜国平 | | | 及人员姓名 | 民生证券研究所研究员 顾憙闽 | | | | 民生证券研究所机构销售 钟 盾 | | | | 华安基金行业分析师 曹 欣 | | | | 华宝兴业基金研究员 王凌霄 | | | 时间 | 2019 年 1 月 22 日 | | | 地点 | | 浙江省杭州市萧山区钱江世纪城传化大厦会议室 | | 上 市 公 司 接 待 | ...

证券代码：002010 证券简称：传化智联 传化智联股份有限公司投资者关系活动记录表 编号：2019-001 | --- | --- | --- | |-------------------|---------------------------|--------------------------------------------| | | | | | 投 资 者 关 系 活 | √ | 特定对象调研 □分析师会议 | | 动类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参 与 单 位 名 称 | | 长城证券交运分析师 罗江南 | | 及人员姓名 | 交银施罗德研究员 徐森洲 | | | | 上海博观投资研究员 卢 鑫 | | | | 信诚基金基金经理 韩益平 | | | | 君和资本副总经理 宋加勒 | | | 时间 | 2019 年 1 月 18 | 日 | | 地点 | | 浙江省杭州市萧山区钱江世纪城传化大厦会议室 | | 上 市 公 司 接 待 | 传化智联董事会秘 ...

编号：2020-003 证券代码：002010 证券简称：传化智联 | --- | --- | --- | --- | |--------------|------------|---------------------------------|------------------------------------------------------| | | | √特定对象调研 | □分析师会议 | | 投资者关系活 | | | □媒体采访 □业绩说明会 | | 动类别 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | | | □其他 | | （请文字说明其他活动内容） | | | | | | | | | 黄向军 宁波天越资产 | | | | | 何亚龙 深圳前海宇轩创富资产 | | | | | 陆世明 深圳前海宇轩创富资产 | | | 参与单位名称 | | 吴奉平 格菲资本 | | | 及人员姓名 | 宋吉开 | 格菲资本 | | | | 吕 | 欣 格菲资本 | | | | | | | | | 葛军龙 | | | | | | | | | 时间 2020 | 年 | 11 月 2 ...

编号：2021-002 证券代码：002010 证券简称：传化智联 | --- | --- | --- | |--------------|----------------|------------------------------------------------------| | | | | | | √特定对象调研 | □分析师会议 | | 投资者关系活 | | □媒体采访 □业绩说明会 | | 动类别 | | □新闻发布会 □路演活动 | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | | | 范倩蕾 摩根士丹利 | | | 赵 | 辰 和谐汇一资产 | | 参与单位名称 | 常 | Prime Capital | | 及人员姓名 | 李光华 | 3W fund | | | 张雨声 | Pinpoint | | | | 张双羽 常春藤资本 | | 时间 2021 | | | | 地点 | 杭州传化公路港 | 浙江省杭州市萧山区钱江世纪城传化大厦会议室 | | 上市公司接待 | 公司总裁 | 巍 高级副总裁兼董事会秘书 朱江英 | | 人员姓名 | 投资者关系 | ...

Group 1: Company Advantages - The company's advantages lie in its comprehensive service offerings, including logistics parks, online freight platforms, insurance, and credit services, which provide a holistic solution to customer logistics needs [2] - The ability to respond promptly to customer logistics demands is a key strength in supply chain integration solutions [2] Group 2: Future Development Directions - The company plans to develop its warehousing business towards cloud warehousing, focusing on operational management [4] - In freight transport, the company aims to enhance damage and discrepancy control in dedicated line transportation [4] Group 3: Network Platform Business - In 2020, the network platform business achieved a total scale of approximately 6.6 billion yuan, representing the freight charges for logistics services provided by the platform [4] - The network platform's advantages include stable policy support, high compliance standards, and effective expansion strategies to connect with shippers [4] Group 4: Compliance and Risk Management - The company maintains high standards for compliance, ensuring that each order's authenticity is strictly verified to prevent duplicate order information across platforms [5] - Risk of cargo loss is contractually assigned to the specific carrier driver, with additional insurance coverage required [5] Group 5: Future Planning - The network freight platform will extend its services to shippers by building a bidding platform and offering additional products such as fuel sales and insurance [5] - The company has invested significantly in intelligent systems since its restructuring in 2015, aiming to integrate existing systems to streamline the entire business chain [5]

编号：2021-003 证券代码：002010 证券简称：传化智联 传化智联股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------|-------------|------------------------------|-------------------------------------------------------| | | | | | | | | | √特定对象调研 □分析师会议 | | 投 资者 关系 活 | | | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 | | □路演活动 | | | □现场参观 | | | | | □其他 | | （请文字说明其他活动内容） | | | 刘志刚 | 万泰华瑞投资 | | | | 李锐高 | 上海逐流资产 | | | | 李融信 | 上海逐流资产 | | | 参 与单 位名 称 | 李竞妍 | 上海逐流资产 | | | 及人员姓名 | 仝 睿 | 东吴金融科技 | | | | 郭安琪 | 东吴金融科技 | | | | 俞潘成 | 国泰君安 | | | | 郭红旗 | ...

编号：2021-005 证券代码：002010 证券简称：传化智联 传化智联股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------|---------------------|----------------------------| | | √特定对象调研 | □分析师会议 | | 投资者关系活 | | □媒体采访 □业绩说明会 | | 动类别 | | □新闻发布会 □路演活动 | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | | 国泰君安创新投 | 张骏晨 | | | 燕创资本 陈 | | | | 睿远基金 倪 | | | | 杭州金融投资集团 | 欧阳福庆 | | | 上海国和投资 | 林海舰 | | | 北信瑞丰 庞文杰 | | | | 兴业证券 王品辉等 | 2 人 | | | 海通证券 杨振华 | | | | 招商证券 王西典 | | | 参与单位名称 | 东北证券 吴金超 | | | 及人员姓名 | 银河证券 王靖添等 | 2 人 | | | 德邦证券 田照丰 | | | | 申万证券 邹杰伟 | | | | ...

编号：2021-008 证券代码：002010 证券简称：传化智联 | --- | --- | --- | |-------------------------------|----------------------------------------------|-----------------------------------------------------------| | 投 资者 关系 活 \n动类别 \n | □媒体采访 \n□新闻发布会 \n□现场参观 \n□其他 | □特定对象调研 □分析师会议 \n 业绩说明会 \n 路演活动 | | | 王靖添 | 银河证券 | | | 林安琪 | 摩根士丹利 | | | 韩轶超 | 长江证券 | | | Teddy Gao | | | | | | | | 渠顶立 | 万家基金 | | 参 与单 位名 称 | 范飞 | 诺德基金 | | 及人员姓名 | 庞文杰 | 北信瑞丰 | | | 景松石 | 国联证券 | | | 周晴 | 德邦证券 | | | 罗娟 | 恒昇基金 | | | 黄正初 | Zaaba Capital | | | | | | ...

Group 1: Industry Background and Challenges - The road freight industry faces various issues, including difficulties in logistics outsourcing, high financial and tax risks, lack of data retention, high management costs, and challenges in enterprise financing [3] - Logistics companies struggle with brand establishment, limited financing channels, qualification issues in bidding, and a lack of direct cargo sources [3] - The actual carriers in the capacity sector are numerous but disorganized, leading to challenges in trust and standardization [3] Group 2: Development of Network Freight - The pilot program for non-vehicle carriers was initiated in August 2016, with policies introduced to integrate social capacity resources [4] - In 2019, the industry saw policy optimization and model upgrades, transitioning from "non-vehicle transportation" to "network freight," enhancing overall logistics service capabilities [4] Group 3: Company Overview and Product Offerings - The company launched the "Luyuntong" product, an online non-vehicle carrier platform providing comprehensive logistics services, including capacity dispatch and payment settlement [4] - The "Rongyiyun" platform integrates upstream cargo sources and downstream logistics providers, facilitating a digital supply chain for manufacturing [4][5] - The network freight service standards include online bidding, capacity services, visual cloud services, compliance settlement, financial services, and operational reporting [4] Group 4: Business Growth and Metrics - As of July 2021, the monthly transaction scale of the network freight platform exceeded 1.8 billion yuan, serving over 7,600 enterprises [5] - The platform utilizes blockchain technology, allowing cargo owners to view order information securely [5] Group 5: Future Development Plans - Future plans for the network freight platform include three phases: creating a large-scale financial and tax solution platform, developing a capacity pool for cargo matching, and establishing a comprehensive logistics ecosystem [5] Group 6: Competitive Advantages and Market Position - The company emphasizes its operational management advantages, channel construction, and service standards to enhance market competitiveness [5][6] - The network freight market has significant growth potential, with a low current penetration rate compared to the overall road transport market, indicating room for expansion [6]